Surveillance: Aggressive Cuts with Luzzetti
Bloomberg Surveillance
00:00
How to Find the 21st Security to Own
Jarek Hassey: It's just really difficult out there to do stock selection towards quality and positive free cash flow. He says the last couple of weeks, you have seen a more definitive bias from a factor perspective toward interest coverage. Schrob: This is really a story of who can maintain profit margins in a declining nominal inflation environment. But as we've always said, you can apply factor-based screening across the spectrum of markets.
Play episode from 15:22
Transcript
